
Points to remember
- When assigning a territory to a crew, the active period of the crew (Start Date - End Date) in the territory should be such that the individual field technicians in the crew are also active in the territory during that period.
- During the time when a field technician is part of a crew, they will not be available as an individual resource.
- The number of active field technicians in the crew must not exceed the Crew size. Field technicians are active in a crew if their End Date is not in the past.
- You can add multiple territory entries for a crew as long as the active periods (Start Date - End Date) do not overlap.
Calendar View
The appointments assigned to the crew can be viewed in the calendar with Monthly, Weekly, or Daily views. Hover over an entry to view the details. Further details of the appointment can be viewed by clicking on the entry.
You can do the following in the service calendar:
- Create appointment
- Reschedule through drag and drop
Create Appointment
- Click on the point in the calendar that corresponds to the day or time for which you want to create the appointment.
- In the Create Appointment popup, choose the work order for which you want to create the appointment.
- In the Create Appointment popup, the following details will be populated, which you can change if required. Click Schedule or Schedule and Dispatch to continue.
- Service
- Summary
- Scheduled Start/End Date Time
- Service Resource
You can create appointments from the Month, Week, and Day views.
Reschedule Appointment
From the service resource calendar, you can reschedule an appointment in the following ways:
- Drag and drop an appointment to a different date or time
- Resize the appointment
You can reschedule an appointment by dragging and dropping it to a different date or time. In the Schedule Appointment popup, the details are prefilled. Make the necessary changes and click Schedule Appointment.
You can reschedule appointments from the Month, Week, and Day views.

You can also reschedule an appointment by resizing the appointment. Move your cursor to the bottom edge of the service appointment and when the cursor changes to a downward arrow, resize it to the duration you want for the service appointment. In the
Schedule Appointment popup, the details are prefilled. Make the necessary changes and click
Schedule Appointment.
You can resize and reschedule appointments only from the Week, and Day views.

Tip: Click on the date in the Month view to go to the Day view.
